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Add a third default address type

While it is great that the address field is so expandable now, many of the less savy people with the program won't know to type in the dropdown box to add a new address type. Couold we get "Other" added back in as a default address type like it wa...

Guest almost 5 years ago in General 1

2 VOTE

Custom Grid Columns

When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.

Guest almost 5 years ago in General / Search 0

2 VOTE

Value Tab - Ability to type into Payment field

User would like to go back to being able to type in the Payment field on the Value tab

Guest almost 5 years ago in General 0

2 VOTE

Increase character limit of description/Change error thrown

Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...

Guest almost 5 years ago in Checklist 0

2 VOTE

Make QAT Bigger and Ribbons Smaller

Fetterman & Associates - make the QAT bigger and Ribbons smaller

Guest almost 5 years ago in General 1

2 VOTE

Record/Requests tab would create a record request document when filled in

When you enter a provider in the Record/Request tab, Needles should automatically create a doument with the information just filled in.

Guest almost 5 years ago in General 0

2 VOTE

Have Negotiations List Automatically Expanded

Would like to have the Negotiations list automatically expanded so you can see all of the negotiations listed

Guest almost 5 years ago in General 0

2 VOTE

Add Ability to Assign More than One Note Topic

Would like the ability to assign more than 1 note topic to notes

Guest almost 5 years ago in General 1

2 VOTE

Add ability to hyperlink Docs from the Case Docs tab in messages

Add the ability to hyperlink documents from the Case Docs tab into messages for less clicking

Guest almost 5 years ago in Messages 1

2 VOTE

Focus should return to Messages tab after viewing an email.

Focus should return to Messages tab after viewing an email. Viewing and deleting a message sets focus to the last tab that was opened, not the Messages tab. This causes the user to have to make extra clicks to get back to the message list to cont...

Guest almost 5 years ago in Messages 0

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